Allgen’s Holiday Schedule Allgen Financial will be closed on the following Holiday Dates: December 24th, Christmas Eve December 25th, Christmas Day January 1st, New Year’s Day Please feel free to reach us any other day. Happy...
Financial Planning – Charitable Giving “The best way to find yourself is to lose yourself in the service of others.” – Mahatma Ghandi End of the year financial planning usually entails a conversation about income taxes and some degree of tax planning. Among the...
Do not miss the opportunity to ask the experts for advice! Cocktails with Counselors is an event dedicated to connecting Allgen Financial clients with experts from a wide range of industries in a casual, stress-free atmosphere. Join us for an evening filled with hors...
A message from our investment team, in regards to the global markets undergoing their worst 5-day span this year. Global markets underwent their worst 5-day span this year. While concerns may arise from this heightened volatility it’s important that you stick with a...
Financial Planning – Sandwich Generation If you are a Baby Boomer or a Gen X’er, chances are you are feeling the squeeze between your kids and your parents/your grandparents. If it provides any comfort, you are not alone. It is estimated that there are 15 to 24...
May is National Preservation Month. To some, ‘preservation’ may address the thought or act of conserving personal, family, or community heritage such as art, jewelry, land, papers, etc. In the financial world, we look more closely into ‘capital preservation.’ Money...
